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Eaton Vance Total Return Bond ETF

128 hedge funds and large institutions have $2.63B invested in Eaton Vance Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$3.25M
KWM
52
Kingsview Wealth Management
Oregon
$3.18M
FTS
53
Fifth Third Securities
Ohio
$3.1M
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.93M
AWA
55
Acorn Wealth Advisors
Michigan
$2.79M
OP
56
ORG Partners
Indiana
$2.69M
SHF
57
Stage Harbor Financial
Massachusetts
$2.53M
GIA
58
Gladstone Institutional Advisory
Florida
$2.25M
MFG
59
Merit Financial Group
Georgia
$2.25M
CWM
60
Cornerstone Wealth Management
Missouri
$2.23M
EH
61
Equitable Holdings
New York
$2.04M
NA
62
NewEdge Advisors
Louisiana
$2M
P
63
&Partners
Tennessee
$1.9M
FFS
64
Founders Financial Securities
Maryland
$1.9M
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$1.75M
Stifel Financial
66
Stifel Financial
Missouri
$1.74M
SF
67
Summit Financial
New Jersey
$1.65M
Comerica Bank
68
Comerica Bank
Texas
$1.6M
TNBTD
69
Trustmark National Bank Trust Department
Mississippi
$1.38M
MCM
70
MidAtlantic Capital Management
Virginia
$1.31M
SWM
71
SeaCrest Wealth Management
New York
$1.3M
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$1.27M
Citadel Advisors
73
Citadel Advisors
Florida
$1.16M
NEWAS
74
N.E.W. Advisory Services
Wisconsin
$1.1M
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$1.02M